Sushil Bajaj |
📅 Last Updated on: November 28, 2025
The Nippon India Flexi Cap Fund is an open-ended dynamic equity scheme that invests across large-cap, mid-cap, and small-cap stocks. The fund offers flexibility to allocate assets dynamically across market capitalizations based on market conditions and opportunities. It is ideal for investors seeking long-term capital growth through equity and equity-related instruments.
A Flexicap Fund is a category of equity mutual fund that can invest in companies across the spectrum of market capitalization, meaning that the fund manager can invest in the universe of large-cap, mid-cap and small-cap stocks. In contrast, multi-cap funds have fixed parameters for allocation to different market capitalizations, while the allocation decision can be made by the fund manager in flexicap based on prevailing market conditions.
Flexibility allows this fund type to:
| Particulars | Details |
|---|---|
| Scheme Name | Nippon India Flexi Cap Fund |
| Fund Type | Open-ended dynamic equity scheme |
| Investment Objective | Long-term capital appreciation and consistent returns |
| Benchmark | Nifty 500 Total Return Index (TRI) |
| Fund Managers | Meenakshi Dawar, Dhrumil Shah, Nikhil Rungta, Kinjal Desai, Akshay Sharma |
| Inception Date | 13th August 2021 |
| Risk Level | Very High |
| Benchmark Riskometer | Very High |
To seek to generate capital appreciation and provide long-term growth opportunities by investing in a portfolio constituted of equity and equity-related securities. The secondary objective is to generate consistent returns by investing in debt and money market instruments.
Benchmark Index: Nifty 500 Total Return Index (TRI)
Riskometer: Very High
This benchmark captures a broad representation of India’s equity market performance, enabling better comparison with diversified multi-cap portfolios.
The fund follows a blend of top-down and bottom-up investment approach:
a) Sound management
b) Proven track record
c) Potential for future growth
d) Favorable industry economic scenario
The scheme invests 65–100% in equity and equity-related instruments and 0–35% in debt & money market instruments. It can also invest up to US $150 million in overseas securities and ETFs for diversification.
For updated detailed Performance data and key informations as on December 5, 2025
Visit Nippon India Flexi Cap Fund Performance Page
Freedom to shift between large-cap, mid-cap, and small-cap segments ensures the portfolio adapts to market conditions.
Managed by experienced fund managers with expertise across sectors and capitalization levels.
Investing across different segments and sectors reduces concentration risk.
The fund has outperformed its benchmark since inception:
1-Year Return: 20.55%
Since Inception: 12.11% CAGR
(Benchmark: Nifty 500 TRI – 17.69% & 11.36%)1700825426091
Flexibility allows exposure to high-growth emerging companies and stable large-caps, optimizing risk-adjusted returns.
Investors with long-term investment horizons (5 years or more)
Those seeking growth-oriented exposure across all market caps
Investors comfortable with high volatility in exchange for potential higher returns
Suitable for SIP investors looking to benefit from market cycles through rupee-cost averaging
Expense Ratio: Check latest factsheet.
Exit Load:
| 1% if redeemed/switched within 12 months of allotment (for units exceeding 10% of investment); Nil thereafter. |
Taxation:
🔗 How to Invest Online?
| Pain Point | How Nippon India Flexi Cap Fund Addresses It |
|---|---|
| Lack of diversification | Invests across large, mid, and small caps for balanced exposure |
| Market volatility | Dynamic allocation helps navigate market ups and downs |
| Risk of over-concentration | Diversified across multiple sectors and companies |
| Limited growth potential | Exposure to emerging sectors and mid-small caps |
| Difficulty timing the market | SIP and STP options enable disciplined, automated investing |
1. What is the minimum investment amount?
Minimum initial investment starts at ₹500 (for SIP mode).
2. What is the fund’s benchmark?
Nifty 500 Total Return Index (TRI).
3. How risky is the fund?
It carries a Very High risk as it invests primarily in equities.
4. Can I withdraw my investment anytime?
Yes, it is an open-ended fund. However, an exit load may apply for early redemptions.
5. Who manages the fund?
Managed by Meenakshi Dawar, Dhrumil Shah, Nikhil Rungta, with Kinjal Desai and Akshay Sharma overseeing overseas allocations.
The Nippon India Flexi Cap Fund is an excellent choice for investors seeking long-term wealth creation through diversified equity exposure. Its dynamic allocation strategy allows it to respond to market movements and optimize returns while maintaining risk control through diversification.
Disclaimer:- Mutual Fund investments are subject to market risks, please read scheme related documents carefully before investing.
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